Cramer's Drilling Stocks

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From 5-15-07:

Geopolitics and reality are driving these drilling stocks relentlessly higher. So many analysts have said that this move isn't sustainable, day rates can't climb or natural gas drilling will remain in a permanent bear market that now, when the stocks won't quit, people are at last talking about the secular growth story instead of the inevitable boom-bust one.

The fact remains that finding oil's become so difficult that you need the help of the major deepwater drillers along with the service companies to find and bring the oil to the market.

This is an odd time for the group. So many analysts have gone negative that there's really no strong champions.